Autonode
Book a Call
Audit methodology

Score the stack before you rebuild it.

Keep, consolidate, cut, or rebuild, per tool. Pair with the written audit guide for inventory and data-flow steps.

Read the audit guide →
Audit methodologyLive · free

001 / Scorecard

Score each tool before you rebuild.

Keep, consolidate, cut, or rebuild. Totals update live. Email the scorecard when you want a copy, then finish the full written audit guide.

Name the product or vendor this row is about, e.g. HubSpot, Webflow, or your agency retainer.
Keep = still valuable. Consolidate = merge into another tool. Cut = stop paying. Rebuild = replace with software you own.
Name the product or vendor this row is about, e.g. HubSpot, Webflow, or your agency retainer.
Keep = still valuable. Consolidate = merge into another tool. Cut = stop paying. Rebuild = replace with software you own.
Name the product or vendor this row is about, e.g. HubSpot, Webflow, or your agency retainer.
Keep = still valuable. Consolidate = merge into another tool. Cut = stop paying. Rebuild = replace with software you own.
Name the product or vendor this row is about, e.g. HubSpot, Webflow, or your agency retainer.
Keep = still valuable. Consolidate = merge into another tool. Cut = stop paying. Rebuild = replace with software you own.
Name the product or vendor this row is about, e.g. HubSpot, Webflow, or your agency retainer.
Keep = still valuable. Consolidate = merge into another tool. Cut = stop paying. Rebuild = replace with software you own.
Name the product or vendor this row is about, e.g. HubSpot, Webflow, or your agency retainer.
Keep = still valuable. Consolidate = merge into another tool. Cut = stop paying. Rebuild = replace with software you own.

Scorecard

Keep0
Consolidate0
Cut0
Rebuild0

Email the scorecard

Optional. Same scorecard, in your inbox, plus a link to book an audit.

Prefer a conversation? Book a CallWe reply within 24 hours, then a scoping call, then a fixed-scope proposal.

Note: This is a prioritization aid. Inventory statements and data flows before you cut production tools.

Field note

Audit the stack before you rebuild anything

Rebuilding the wrong tool wastes a quarter. This checklist forces a keep / consolidate / cut / rebuild call on every line item so migration work follows evidence, not vibes.

The four decisions that matter

Keep means the tool still earns its seat and integrates cleanly. Consolidate means two tools are doing one job. Cut means you can stop paying without replacing behavior. Rebuild means the capability should live in owned software.

Tally those four outcomes before you renew anything. If cut + rebuild outweigh keep, you usually need a sequenced migration, not another connector.

Pair the checklist with a written audit

The interactive scorecard is fast triage. A full audit still needs inventory, data-flow maps, and owner sign-off before you shut off production tools.

Use the written audit guide for that deeper pass, then bring the scorecard to a 20-minute review if rebuild volume is high.

Read next

Audit checklist FAQ

Questions about the scorecard.

What is a SaaS stack audit checklist?

It is a scorecard that forces a decision on each tool (keep, consolidate, cut, or rebuild) so you can see whether the stack needs a patch or a migration.

When should I choose rebuild over keep?

Choose rebuild when the tool is core to how you sell or operate, but rented pricing, lock-in, or missing integrations make it a liability. Keep when it still fits and does not create glue work.

How many tools should I list?

Start with the marketing and ops stack you renew: site/CMS, CRM, email, forms, automation, and retainers. Add niche tools only if they carry real spend or data.

Does this replace a full migration plan?

No. It prioritizes what to touch first. Inventory, data flows, and cutover sequencing still belong in a proper audit before you flip production systems.

Can I share the scorecard with my team?

Yes. Add notes, then email the scorecard to yourself or a teammate. The live totals stay on screen even if you skip email.

Next step

High rebuild count? Make it a migration plan.

Bring your stack to a free call. We will map what should stay, connect, or be replaced.

Book a CallAll free tools →

We reply within 24 hours, then a scoping call, then a fixed-scope proposal.